Finance & Investment Analyst — Portfolio Insight & Exec Support

A&D Mortgage LLC

Fort Lauderdale (FL)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Benefits offered by this job

PTO

Sick days

Volunteer hours

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

A&D Mortgage LLC in Fort Lauderdale seeks a Finance & Investment Analyst to support a senior executive in managing personal finances, investment activities, and strategic financial initiatives. The role combines accounting, financial analysis, investment tracking, and executive support.

You will monitor portfolios, prepare executive-level reports, conduct market research, assist budgeting and cash flow forecasting, and coordinate with financial advisors and tax professionals in a confidential,

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field.
2–5 years of experience in financial analysis or related role.
Experience supporting senior executives with confidential information.
Strong understanding of investment portfolios, markets, and asset performance.

Responsibilities

Prepare financial reports, analyses, and executive summaries for strategic decisions.
Monitor investment portfolios and report on asset performance.
Conduct market research and evaluate investment opportunities.
Assist budgeting, cash flow forecasting, and financial planning.
Reconcile accounts and maintain accurate records and reporting.
Coordinate with financial advisors, accountants, tax professionals, and other stakeholders.
Support special projects and ad hoc analyses.